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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,670,000 | $211,224+690.6% | $178,505+835.5% | $145,897+1044.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.41% | 30.28%-27.9pp | 27.16%-24.7pp | 552.29%-549.9pp |
| Employer contribution / active EE | $33,400 | $4,577+629.8% | $3,955+744.5% | $4,663+616.3% |
| Participant deferral / active EE | $10,800 | $6,966+55.0% | $6,280+72.0% | $6,689+61.5% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |